Our Team
Meet Our Team
Lori is a California Licensed Professional Fiduciary. She is our founder and principal. Always with her nose to the grindstone, it would be difficult to find anyone more passionate about their work. With a solid college education and a drive to get things done, Lori takes matters seriously but has a warm and generous heart.
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Heidi is a California licensed attorney, not practicing law. Her careful decision making and astute nature makes Heidi perfectly suited to serve as a Professional Fiduciary. Her above board qualifications are highly valued by her clients and fellow professionals. Heidi's ethics are evident in everything she does, as is her caring and kind personality.
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Chelsea comes to us with quite a bit of experience managing complicated projects and supervising staff. Chelsea is helping us advance into the paperless age with her keen eye for detail. Talk about a project! She has what it takes.
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When you are an experienced Case Manager working for an Indian Tribe, like Samaurrii did, your natural next step is to become a California Licensed Professional Fiduciary. Sam gained real-world experience managing financial affairs, estates, and all details necessary for someone's well-being. Samaurrii's degrees in Public Administration and Health Education comes in handy. She has a confident demeanor, and a strong desire to dig right in.
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